Makaila Scarcelle
Allentown
Summary
Dynamic professional with a diverse background in healthcare and financial services, combining expertise in client relationship management, financial reporting, tax analysis, and operational support within highly regulated environments. Established a solid foundation in patient care and healthcare operations while serving as an orthodontic technician, emphasizing meticulous attention to detail and a commitment to excellence. Recognized for strong analytical problem-solving abilities and exceptional communication skills, consistently building trusted relationships to deliver accurate, client-focused solutions. Eager to leverage multifaceted experience in roles that prioritize client service and operational efficiency across healthcare or financial sectors.
Overview
9
9
years of professional experience
Work History
Family Wealth Advisor Associate
MTM Financial Group
Bethlehem, PA
09.2025 - Current
- Support a wealth management practice overseeing large sums of assets under management by providing client service, financial planning, and operational support.
- Prepare financial reports, portfolio reviews, and presentation materials used by advisors during client meetings and planning discussions.
- Serve as a primary client contact, managing communications, scheduling, and account service requests while fostering strong client relationships.
- Process account openings, transfers, distributions, beneficiary updates, and other financial documentation with a high degree of accuracy and efficiency.
- Utilize Charles Schwab, Advyzon, and various insurance and annuity platforms to support client accounts and streamline operational workflows.
- Collaborated with the firm's tax department during the 2025 tax season to review federal, state, and local tax returns, strengthening expertise in tax analysis and financial reporting.
Orthodontic Technician
Freysmiles Orthodontics
Allentown, Pennsylvania
01.2017 - 09.2025
- Installed arch wires on brackets attached to the teeth following doctor's instructions.
- Constructed customized braces from metal wire components according to doctor's prescription.
- Performed digital scans of teeth and gums for records keeping purposes.
- Assisted orthodontist in selecting, preparing, and placing orthodontic appliances.
- Fabricated orthodontic appliances utilizing digital scanning and 3D printing technology.
- Educated patients on oral hygiene techniques and post-treatment care instructions.
- Took impressions using alginate or polyvinyl siloxane materials for accurate fittings.
Patient Care Assistant
St. Luke's
Bethlehem, Pennsylvania
01.2024 - 09.2024
- Monitored patient vital signs and reported changes to nursing staff.
- Documented patient information accurately in electronic health record systems.
- Collected blood samples following strict safety and hygiene protocols.
- Implemented best practices for phlebotomy techniques and equipment use.
Sales Associate
Altar'd State
King of Prussia, Pennsylvania
04.2023 - 04.2024
- Efficiently processed transactions using point-of-sale systems to enhance service speed.
- Collaborated with team members to exceed store sales targets consistently.
- Trained new staff on customer service techniques and adherence to store policies.
Swim Instructor
Goldfish Swim School
Malvern, Pennsylvania
03.2022 - 03.2023
- Instructed individuals and groups of all ages in swimming techniques and water safety skills.
- Taught basic survival skills, including floating, treading water, and emergency exits from pool.
- Delivered comprehensive swimming instruction, enhancing participants' confidence and abilities.
Assistant Manager and Lifeguard
Hershey Mill Pool
West Chester, Pennsylvania
03.2021 - 03.2023
- Supervised daily operations, including shift scheduling and duty assignments.
- Responded promptly to emergencies, delivering first aid and rescue support.
- Trained new lifeguards on emergency protocols and proper procedures.
Classroom Teacher
Active Learning Centers
Allentown, PA
02.2020 - 02.2022
- Fostered positive learning environment through effective classroom management.
- Implemented instructional strategies to accommodate diverse learning needs.
- Collaborated with colleagues on interdisciplinary projects to enhance curriculum.
Education
Bachelor of Science - Sports Medicine
West Chester University of Pennsylvania
West Chester, PA03.2024
Skills
Client Relationship Management
Financial Analysis & Reporting
Tax Analysis
Wealth Management Operations
Regulatory Compliance & Confidentiality
Healthcare Operations & Patient Support
Conflict Resolution & Problem Solving
Professional Communication
Process Improvement & Workflow Efficiency
Attention to Detail
Accomplishments
• Notary Public – Pennsylvania
• Certified Orthodontic Assistant (COA)
• Dental Radiology Certified
Timeline
Family Wealth Advisor Associate
MTM Financial Group
09.2025 - Current
Patient Care Assistant
St. Luke's
01.2024 - 09.2024
Sales Associate
Altar'd State
04.2023 - 04.2024
Swim Instructor
Goldfish Swim School
03.2022 - 03.2023
Assistant Manager and Lifeguard
Hershey Mill Pool
03.2021 - 03.2023
Classroom Teacher
Active Learning Centers
02.2020 - 02.2022
Orthodontic Technician
Freysmiles Orthodontics
01.2017 - 09.2025
Bachelor of Science - Sports Medicine
West Chester University of Pennsylvania
References
References available upon request.